Can I file as an injured spouse?

Form 8379 is filed by one spouse (the injured spouse) on a jointly filed tax return when the joint overpayment was (or is expected to be) applied (offset) to a past-due obligation of the other spouse. By filing Form 8379, the injured spouse may be able to get back his or her share of the joint refund. You may be an injured spouse if you file a joint tax return and all or part of your portion of [...]

How do I report my unemployment income?

Click on the income tab and then 1099-G on the income tab below the heading "Unemployment Income." You should receive a Form 1099-G showing the total unemployment compensation paid to you last year. If you received an overpayment of unemployment compensation last year and you repaid any of it last year, subtract the amount you repaid from the total amount you received. Include the result in the [...]

Are my Social Security benefits taxable?

If the only income you received during the year was your Social Security or equivalent tier 1 railroad retirement benefits, your benefits generally are not taxable and you probably do not have to file a return. Your social security benefits will not be taxed unless your adjusted gross income is generally equal to one half of your social security payments plus all your income from other sources. [...]

Do I have to claim my state or local refund from last year?

Line 10: Taxable Refunds, Credits, or Offsets of State and Local Income Taxes None of your refund is taxable if, in the year you paid the tax, you either (a) did not itemize deduction, or (b) elected to deduct state and local general sales taxes instead of state and local income taxes. If you received a refund, credit, or offset of state or local income taxes in the year, you may receive a Form [...]

How do I claim a distribution from a foreign trust?

Foreign-Source Income - You must report unearned income, such as interest, dividends, and pensions, from sources outside the United States unless exempt by law or a tax treaty. You must also report earned income, such as wages and tips, from sources outside the United States. If you worked abroad, you may be able to exclude part or all of your foreign earned income. Foreign retirement plans. If [...]